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Beaumont Asset Management, L.L.C.: SPHQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beaumont Asset Management, L.L.C. on SPHQ, newest first. How the timeline and the estimate are built.

Beaumont Asset Management, L.L.C. held 84,339 SPHQ shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 84,339 shares
    Change vs previous 13F -500 shares

    2.95% of the 13F portfolio, value $7,598,959.

    13F-HR 0001798756-26-000004 filed by Beaumont Asset Management, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 84,839 shares
    Change vs previous 13F -1,261 shares

    2.87% of the 13F portfolio, value $6,379,056.

    13F-HR 0001798756-26-000002 filed by Beaumont Asset Management, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 86,100 shares
    Change vs previous 13F +229 shares

    3.23% of the 13F portfolio, value $6,461,784.

    13F-HR 0001798756-26-000001 filed by Beaumont Asset Management, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 85,871 shares
    Change vs previous 13F -27,030 shares

    3.17% of the 13F portfolio, value $6,293,492.

    13F-HR 0001798756-25-000002 filed by Beaumont Asset Management, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 112,901 shares
    Change vs previous 13F +38,702 shares

    4.32% of the 13F portfolio, value $8,045,328.

    13F-HR 0001085146-25-004070 filed by Beaumont Asset Management, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 74,199 shares
    Change vs previous 13F +1,949 shares

    2.97% of the 13F portfolio, value $4,922,362.

    13F-HR 0001172661-25-001617 filed by Beaumont Asset Management, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 72,250 shares
    Change vs previous 13F +6,516 shares

    2.8% of the 13F portfolio, value $4,842,918.

    13F-HR 0001172661-25-000381 filed by Beaumont Asset Management, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 65,734 shares
    Change vs previous 13F not available

    2.57% of the 13F portfolio, value $4,421,926.

    13F-HR 0001172661-24-004358 filed by Beaumont Asset Management, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).